Fundz
Fundz
Benefits Intelligence/Broker Directory/Tennessee

Robert A Levy

Nashville, TN

Robert A Levy of Nashville, TN is the broker of record on 111 Form 5500 Schedule A filings covering 44 employer benefit plans across 6 states, with $3,390,005 in reported broker commissions (plan year 2022).

Employer clients
44
distinct plan sponsors
Schedule A filings
111
States served
6
Reported commissions
$3,390,005
plan year 2022
Reported fees
$71,742

Employer clients

Plan sponsors naming Robert A Levy on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Regions Financial CorporationAL22,7492009-12-31
Agilitas Usa Inc. Dba Results PhysiotherapyTN1,1702019-12-31
Murfreesboro Medical Clinic, PaTN6132019-04-30
41 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Tennessee

All brokers in Tennessee

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.